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Equity Research Database
Institutional Investment Pitches
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore professional investment ideas sourced from institutional letters, short theses, and premium research channels, distilled into concise summaries.
| Pitch Type | Author | Industry | Pitch Thesis & Key Summary | Bull/Bear | Action | ||
|---|---|---|---|---|---|---|---|
| Sep 2, 2026 | Fund Letter | Jason & JesseDKAM Donville Kent Asset Management | -- | DKAM Donville Kent Asset Management - BAMI.TO Before coming public, Blue Ant grew earnings at a 15% CAGR over the past 5 years. The streaming sector... | NEUTRAL | View Pitch → | |
| Sep 2, 2026 | Fund Letter | Southeastern Asset Management, Inc.Longleaf Partners Small-Cap Fund | Movies & EntertainmentEntertainment | Longleaf Partners Small Cap Fund - BATRA The owner of the Atlanta Braves baseball team and surrounding real estate was a contributor during the quarter. The highlight during... | BULL | View Pitch → | |
| Sep 2, 2026 | Fund Letter | Mark L. YockeyArtisan International Fund | Construction & EngineeringConstruction & Engineering | Artisan International Fund - BAB.L Babcock detracted despite continued operational progress. Shares of the... | NEUTRAL | View Pitch → | |
| Sep 2, 2026 | Fund Letter | Masayoshi SonSoftBank Group | Broadline RetailBroadline Retail | SoftBank Group - BABA Physical settlement of prepaid forward contracts using Alibaba shares was completed. An investment loss... | NEUTRAL | View Pitch → | |
| Sep 2, 2026 | Fund Letter | Stuart Pearce, Alexis DelloyeAlluvium Global Fund | Broadline RetailBroadline Retail | Alluvium Global Fund - BABA Alibaba was down 21.3%. Its results were... | NEUTRAL | View Pitch → | |
| Sep 2, 2026 | Fund Letter | Tucker BrownSGA - International Growth | Broadline RetailBroadline Retail | SGA International Growth - BABA Alibaba was a detractor from performance during the quarter. Shares were pressured... | BEAR | View Pitch → | |
| Sep 2, 2026 | Fund Letter | Michael KassBaron Emerging Markets Fund | Broadline RetailBroadline Retail | Baron Emerging Markets Fund - BABA Alibaba Group Holding Limited is China's largest e-commerce and cloud computing company. Shares fell after... | NEUTRAL | View Pitch → | |
| Sep 2, 2026 | Fund Letter | Hrishikesh GuptaSGA - Emerging Markets Growth | Broadline RetailBroadline Retail | SGA Emerging Markets Growth - BABA Alibaba was a detractor from performance during the quarter. Shares were pressured... | BEAR | View Pitch → | |
| Sep 2, 2026 | Fund Letter | Hrishikesh GuptaSGA - Emerging Markets Growth | Consumer FinanceConsumer Finance | SGA Emerging Markets Growth - BAJFINANCE.NS Bajaj Finance, the largest non-banking finance company in India, was a top contributor to performance during the quarter. The company reported... | BULL | View Pitch → | |
| Sep 2, 2026 | Fund Letter | Teeja Boye, CFA and Brian A. Christiansen, CFASands Capital Emerging Markets Growth Fund | Broadline RetailBroadline Retail | Sands Capital Emerging Markets Growth Fund - BABA Alibaba shares declined amid broader weakness in China internet stocks. Investors have increasingly... | NEUTRAL | View Pitch → | |
| Sep 2, 2026 | Fund Letter | Jack Beiro | Broadline RetailBroadline Retail | JB Global Capital - BABA Alibaba reported its March-quarter and fiscal year 2026 results on May 13th. The results show... | NEUTRAL | View Pitch → | |
| Sep 2, 2026 | Fund Letter | Josh SaltmanBaron FinTech Fund | BanksBanks | Baron FinTech Fund - BAC Bank of America Corporation was a top contributor to performance for the quarter. We initiated a... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | David G. Herro, Tony Coniaris, Eric Liu, M. Colin Hudson, John A. SitarzOakmark Global Select Fund | Broadline RetailBroadline Retail | Long BABA (Alibaba Group) Despite mixed quarterly results weighed down by heavy spending on Quick Commerce subsidies, Alibaba's core e-commerce and cloud businesses remain strong. The manager believes... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | David G. Herro, Tony Coniaris, Eric Liu, M. Colin Hudson, John A. SitarzOakmark Global Select Fund | PharmaceuticalsPharmaceuticals | Long BAYRY (Bayer) The manager highlights positive clinical trial results for its stroke drug Asundexian, which could become a major growth driver for the pharmaceuticals division. Additionally, regulatory support... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Stuart Pearce, Alexis DelloyeAlluvium Global Fund | Broadline RetailBroadline Retail | Long BABA (Alibaba Group Holding Limited) Alibaba's recent performance has been boosted by a significant expansion in its cloud and AI segments, which have seen revenues double for six consecutive quarters. While its valuation... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Kris Webster, Michael Poulsen, and Jack McManusCanopy Investors | SBA Communications $SBAC• NASDAQ | Equity Real Estate Investment Trusts (REITs)Equity Real Estate Investment Trusts (REITs) | Long SBAC (SBA Communications) SBAC's share price increased 29% in April. SBAC leases mobile... | BULL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Chad MeadeMeridian Small Cap Growth Fund | Commercial Services & SuppliesCommercial Services & Supplies | Long RBA (RB Global, Inc.) RB Global has shown excellent operating performance, supported by mid-50% incremental EBITDA margins and rapid integration of the IAA acquisition. The manager emphasizes... | BULL | View Pitch → | |
| Aug 21, 2026 | Substack | Jack Beiro | Broadline RetailBroadline Retail | Long BABA (Alibaba Group Holding) As the largest position in the fund (50%) we need to discuss Alibaba's latest earnings, which left us genuinely conflicted. | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Alpha Wealth Funds The Insiders Fund | Aerospace & DefenseAerospace & Defense | Long BA (Boeing) Boeing's stock was hit hard by the Iran war due to skyrocketing jet fuel prices and the threat to key customers like Qatari and Emirrati Air. We believe their... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Dominick D'AngeloO'Keefe Stevens Advisory, Inc | Broadline RetailBroadline Retail | Long BABA (Alibaba Group Holding) During the quarter, we exited our Alibaba position after a roughly two-year holding period. | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Dominick D'AngeloO'Keefe Stevens Advisory, Inc | Health Care Equipment & SuppliesHealth Care Equipment & Supplies | Long BAX (Baxter) We initiated a position in Baxter during the quarter in the high teens. | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | John W. RogersAriel Appreciation Fund | -- | Long WBA (Walgreens Boots Alliance, Inc.) The fund re-established a position in Walgreens Boots Alliance following a tax-loss wash sale period. The manager believes... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | James, Bill & VinchelPangolin Asia Fund | IndustrialsIndustrials | Long BAUTO.KL (Bermaz Auto) Bermaz Auto has faced pressure from cheap Chinese imports impacting its Mazda sales, but is actively pivoting by securing new Chinese franchises and expanding its Kia lineup. With the rollout... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Patrick BrennanBrennan Asset Management, LLC | GCI Liberty Cl C $GLIBA• NASDAQ | Telecommunication ServicesTelecommunication Services | Long GLIBA (GCI Liberty, Inc.) The manager increased their portfolio allocation to GCI Communications through a heavily subscribed rights offering at an appealing entry price. The valuation is... | BULL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Stuart Pearce, Alexis DelloyeAlluvium Global Fund | -- | Long WBA (Walgreens Boots Alliance, Inc.) Walgreens experienced short-term headwinds from reduced vaccine demand, a weak flu season, and slower execution on healthcare acquisitions. Despite these integration... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Stuart Pearce, Alexis DelloyeAlluvium Global Fund | Broadline RetailBroadline Retail | Long BABA (Alibaba Group Holding Limited) Alibaba is trading at an exceptionally cheap valuation of less than 10 times forward earnings despite solid business fundamentals. Planned spin-offs of... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Brian McMahonThornburg Global Opportunities Fund | Broadline RetailBroadline Retail | Thornburg Global Opportunities Fund - BABA Alibaba Group Holding is the twenty-fifth largest holding. Internet infrastructure and... | NEUTRAL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Shreekkanth "Shree" ViswanathanSVN Capital Fund | Consumer FinanceConsumer Finance | SVN Capital Fund - BAJFINANCE.NS Bajaj Finance is India's largest non-bank lender, serving over 119 million customers. It is a... | NEUTRAL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Jason & JesseDKAM Donville Kent Asset Management | -- | Long BAMI.TO (Blue Ant) Blue Ant grew revenue 18% per year from 2020 to 2025 with 18% return on capital. The global streaming... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Diego B. MilanoQuercus Fund Ltd. | Braskem S.A. $BAK• NYSE | Commodity ChemicalsChemicals | Long BAK (Braskem S.A.) Its controlling shareholder (Braskem NYSE: BAK) is in an even worse situation, and the industry is facing the deepest and longest downturn ever. | BULL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Pontus DackmoProtean Select | IndustrialsIndustrials | Long BAVA.CO (Bavarian Nordic A/S) Bavarian Nordic's neglected travel vaccine segment, particularly rabies and tick-borne encephalitis (TBE) treatments, provides a highly stable and defensive foundation that mitigates overall risk. TBE vaccines are... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Warren FisherManole Capital Management | Commercial Services & SuppliesCommercial Services & Supplies | Long RBA (RB Global, Inc.) RB Global is a long-term holding that operates as a hybrid live and online auctioneer of industrial and agricultural equipment. By leveraging technology... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Derek Izuel, CFAShelton International Select Equity Fund | BanksBanks | Long HDFCBANK.NS (HDFC Bank) HDFC Bank was the largest detractor. The stock declined... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Douglas OttAndvari Associates | SBA Communications $SBAC• NASDAQ | Equity Real Estate Investment Trusts (REITs)Equity Real Estate Investment Trusts (REITs) | Long SBAC (SBA Communications) SBA Communications possesses high-margin operations with robust pricing power secured by structural real estate barriers and persistent global mobile data expansion. While its share... | BULL | View Pitch → |
| Aug 20, 2026 | Seeking Alpha | Seeking Alpha ContributorSeeking Alpha | Bally's Corporation $BALY• NASDAQ | Hotels, Restaurants & LeisureHotels, Restaurants & Leisure | Bally's Corporation Bally's Corporation is facing significant financial challenges due to its aggressive expansion strategy, which includes multiple high-cost projects such as Bal... | BEAR | View Pitch → |
| Aug 18, 2026 | Substack | coughlincapitalSubstack (coughlincapital) | Broadline RetailBroadline Retail | Another Big Week for China TechAlibaba Group Holding Limited – BABA Alibaba's upcoming earnings report is highly anticipated, with a focus on Cloud growth and margins. The company has... | BULL | View Pitch → | |
| Aug 16, 2026 | Seeking Alpha | Seeking Alpha ContributorSeeking Alpha | BAE Systems plc $BAESY• NASDAQ | Aerospace & DefenseAerospace & Defense | BAE Systems plc BAE Systems has experienced significant growth, with a 260% increase in stock price over the past five years. However, the company... | BEAR | View Pitch → |
| Aug 7, 2026 | Other | JB Global Capital | Broadline RetailBroadline Retail | JB Global Capital – BABA Alibaba reported its March-quarter and fiscal year 2026 results on May 13th. A full breakdown... | BULL | View Pitch → | |
| Jul 1, 2026 | Fund Letter | Southeastern Asset Management, Inc.Longleaf Partners Small-Cap Fund | Movies & EntertainmentEntertainment | Long BATRA (Atlanta Braves Holdings, Inc.) Atlanta Braves Holdings ($BATRA) owns the Major League Baseball franchise Atlanta Braves along with The Battery Atlanta, a mixed-use commercial real estate development surrounding Truist Park, representing 4.9% of the fund's assets. The manager holds... | BULL | View Pitch → | |
| Feb 25, 2026 | Fund Letter | Cole SmeadSmead International Value Fund | BanksBanks | ACATIS Investment 2025 Q4 (BARC LN) With an estimated 2026 P/E ratio of 9 and a price to book value ratio that is significantly less than 1 (approx. 0.7 - 0.9), this stock continues to trade at an attractive discount on the intrinsic value, despite the latest price gains. The massive share... | BULL | View Pitch → | |
| Feb 20, 2026 | Fund Letter | George Bolton, Ali, George EllimanWestEnd Capital | Aerospace & DefenseAerospace & Defense | WestEnd Capital 2024 Q4 (BA) Boeing has installed a new CEO in Kelly Ortberg, whose office in Seattle will be as close to the commercial production lines as possible—which is also 2,300 miles from the company's corporate offices in Arlington, VA. Ortberg will be... | BULL | View Pitch → | |
| Feb 20, 2026 | Fund Letter | George Bolton, Ali, George EllimanWestEnd Capital | Aerospace & DefenseAerospace & Defense | WestEnd Capital 2025 Q2 (BA) Long-time clients may recall our liquidation of Boeing in early January 2024 following the Alaska Airlines door plug incident. We exited at... | BULL | View Pitch → | |
| Feb 20, 2026 | Fund Letter | George Bolton, Ali, George EllimanWestEnd Capital | Broadline RetailBroadline Retail | WestEnd Capital 2025 Q3 (BABA) Alibaba remains one of Asia's most strategically important technology platforms. The company recently... | BULL | View Pitch → | |
| Feb 20, 2026 | Fund Letter | Hrishikesh GuptaSGA - Emerging Markets Growth | Broadline RetailBroadline Retail | SGA - Emerging Markets Growth 2025 Q4 (BABA) Alibaba was a detractor during the quarter after reporting mixed fiscal results. While cloud revenue... | BULL | View Pitch → | |
| Feb 20, 2026 | Fund Letter | Wilhelm Hertzog, Paul WhitburnRozendal Global Fund | PharmaceuticalsPharmaceuticals | Long BAYN.DE (Bayer) Bayer, a food and health science conglomerate, operates the world's largest crop science business, with leading market share in the U.S. and South America. It also operates... | BULL | View Pitch → | |
| Feb 3, 2026 | Substack | Substack | AXT, Inc. $GLOBALMARKET-AXTI• NASDAQ | -- | AXT, Inc. (AXTI) - FundaAI @FundaBottom argues the market is overstating how China's critical-minerals/export-licensing headlines translate into real disruption for optical communications hardware. The key point... | BULL | View Pitch → |
| Jan 29, 2026 | Fund Letter | Michael KassBaron Emerging Markets Fund | Broadline RetailBroadline Retail | Baron Emerging Markets Fund 2025 Q4 (BABA) Alibaba Group Holding Limited is the largest retailer and e-commerce company in China. Shares fell during... | BULL | View Pitch → | |
| Jan 29, 2026 | Fund Letter | Anthony Philipp, Chris WelchDiamond Hill Small-Mid Cap Strategy | Booz Allen Hamilton $BAH• NYSE | Professional ServicesProfessional Services | Diamond Hill Small-Mid Cap Strategy 2025 Q4 (BAH) Booz Allen Hamilton is a leading US government and military contractor providing technology consulting, AI, cybersecurity, engineering and mission operations services. Shares were pressured... | BULL | View Pitch → |
| Jan 29, 2026 | Fund Letter | Anthony Philipp, Chris WelchDiamond Hill Small-Mid Cap Strategy | SBA Communications $SBAC• NASDAQ | Equity Real Estate Investment Trusts (REITs)Equity Real Estate Investment Trusts (REITs) | Diamond Hill Small-Mid Cap Strategy 2025 Q4 (SBAC) SBA Communications is a wireless tower REIT that owns infrastructure essential to mobile networks. Shares have been... | BULL | View Pitch → |
| Jan 28, 2026 | Fund Letter | Randy GwirtzmanBaron Discovery Fund | GCI Liberty Cl C $GLIBA• NASDAQ | Telecommunication ServicesTelecommunication Services | Baron Discovery Fund 2025 Q4 (GLIBA) Liberty Broadband Corp. (GLIBA) contributed to performance. The company provides... | BULL | View Pitch → |
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Investment pitches and theses displayed on Buyside Digest are summaries of opinions expressed in publicly available investor letters, research reports, or other commentary. These summaries are generated for informational and research purposes only and do not constitute investment recommendations, financial advice, or an endorsement of any particular security or strategy by Buyside Digest. Users should conduct their own independent due diligence and consult with professional advisors before making any investment decisions.